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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001021223
持仓数
957
前50大市值合计
$22.24B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 3
增持 32
减持 114
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
IBP
INSTALLED BUILDING
+$425.5M
1,725,204
增持
TRMB
TRIMBLE INC
+$373.2M
5,014,686
+952%
减持
—
CLEARWATER ANALYTI
-$214.1M
5,797
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
EME
EMCOR GROUP INC
-$184.3M
791,170
-39%
减持
FDS
FACTSET RESH SYS INC
-$180.6M
1,037,716
-3%
减持
JKHY
JACK HENRY & ASSOCIA
-$165.7M
4,585,344
-3%
减持
CRVL
CORVEL CORP
-$149.2M
5,452,165
-2%
减持
IBKR
INTERACTIVE BROKERS
+$145.7M
12,174,526
-3%
增持
HWKN
HAWKINS INC
+$139.1M
769,199
+7556%
减持
LPLA
LPL FINANCIAL HLDGS
-$133.0M
2,482,615
-3%
减持
—
ALLEGION PLC
+$130.6M
4,380,779
-2%
减持
ZWS
ZURN ELKAY WATER SOL
+$125.0M
13,119,769
-2%
减持
CHH
CHOICE HOTELS INTL
-$105.7M
3,702,970
-6%
减持
OLED
UNIVERSAL DISPLAY CP
-$104.9M
4,004,805
-9%
减持
FICO
FAIR ISAAC INC
-$98.6M
208,270
-7%
减持
MORN
MORNINGSTAR INC
-$88.8M
765,463
-10%
减持
TDY
TELEDYNE TECH INC
+$88.1M
1,435,411
-2%
减持
WRB
BERKLEY W R CORP
-$87.8M
9,494,438
-14%
减持
GSHD
GOOSEHEAD INS INC
-$86.9M
2,126,300
-8%
减持
LII
LENNOX INTL INC
-$81.6M
1,052,673
-6%
减持
—
ONESTREAM INC
-$80.1M
6,211,980
-10%
增持
GOOGL
ALPHABET INC
+$76.3M
430,866
+167%
减持
LSTR
LANDSTAR SYS INC
-$73.2M
3,924,944
-2%
增持
MDY
SPDR S&P MIDCAP 400
+$71.8M
236,837
+93%
减持
BJ
BJS WHSL CLUB HLDGS
-$68.3M
4,253,583
-1%
减持
THO
THOR INDS INC
+$66.9M
5,105,709
-2%
减持
WTS
WATTS WATER TECH
+$63.7M
2,324,468
-2%
减持
MPWR
MONOLITHIC POWER
+$61.0M
355,363
-2%
减持
HLI
HOULIHAN LOKEY INC
+$58.8M
2,921,874
-3%
减持
OLLI
OLLIES BARGAIN OUT
-$57.6M
4,115,146
-7%
减持
BFAM
BRIGHT HORIZONS FA
-$57.0M
3,084,045
-3%
减持
ROP
ROPER TECHNOLOGIES
-$56.9M
11,169
-90%
减持
ALGN
ALIGN TECH INC
-$56.7M
779,811
-4%
减持
BSY
BENTLEY SYS INC
-$56.0M
14,859,216
-2%
减持
SPSC
SPS COMMERCE INC
-$55.8M
555,644
-33%
减持
—
ACCENTURE PLC
-$52.9M
11,226
-94%
增持
WSO
WATSCO INC
-$51.7M
1,546,404
+1%
减持
RYAN
RYAN SPECIALTY HLD
-$49.9M
3,216,578
-5%
减持
DAVA
ENDAVA PLC
-$47.7M
6,312,443
-8%
减持
IT
GARTNER INC
-$46.6M
149,112
-30%
减持
RLI
RLI CORP
-$46.1M
5,666,064
-2%
减持
EXPO
EXPONET INC
-$46.0M
4,489,747
-6%
增持
BANF
BANCFIRST CORP
+$45.5M
2,851,029
+12%
减持
CHE
CHEMED CORP NEW
-$42.5M
546,619
-7%
增持
POOL
POOL CORPORATION
+$42.4M
2,214,119
+0%
减持
WST
WEST PHARMACEUT SVS
+$42.3M
1,038,094
-1%
建仓
FIX
COMFORT SYS USA INC
+$41.6M
50,417
减持
COO
COOPER COMPANIES INC
-$41.3M
7,550,246
-4%
减持
VRSK
VERISK ANALYTICS INC
-$38.8M
630,401
-1%
减持
MC
MOELIS & COMPANY
+$38.7M
6,457,415
-5%
减持
AWI
ARMSTRONG WORLD INDS
+$37.4M
1,282,786
-3%
减持
KAI
KADANT
-$34.7M
1,278,092
-2%
减持
DCI
DONALDSON INC
+$34.6M
3,200,023
-2%
减持
TTC
TORO CO
+$33.1M
7,901,875
-2%
增持
HLMN
HILLMAN SOLUTIONS CR
+$32.3M
13,730,000
+5%
增持
NVDA
NVIDIA CORP
+$31.7M
963,807
+3%
增持
SAIA
SAIA INC
+$30.8M
1,211,589
+0%
减持
UFPI
UFP INDUSTRIES INC
-$28.7M
3,572,594
-2%
减持
ZBRA
ZEBRA TECHNOLOGIES
-$27.9M
1,444,131
-3%
减持
WMS
ADVANCED DRAINAGE
+$27.7M
1,258,264
-2%
增持
TTD
THE TRADE DESK
-$26.7M
1,322,414
+4%
建仓
RDDT
REDDIT INC
+$26.0M
112,955
减持
EFX
EQUIFAX INC
-$25.9M
3,016,929
-2%
减持
ODFL
OLD DOMINION FGHT
-$25.2M
938,393
-3%
减持
RVLV
REVOLVE GROUP INC
-$25.2M
4,407,574
-26%
减持
CAKE
CHEESECAKE FACTORY
-$25.1M
2,573,150
-3%
增持
KFRC
KFORCE INC
-$24.7M
2,230,117
+0%
减持
HLNE
HAMILTON LANE INC
-$24.7M
2,845,307
-1%
减持
GOLF
ACUSHNET HOLDINGS
+$24.6M
6,554,653
-3%
减持
ULS
UL SOLUTIONS INC.
-$24.2M
6,507,258
-2%
减持
ABNB
AIRBNB INC
-$24.1M
873
-100%
减持
BRO
BROWN & BROWN INC
-$23.9M
1,204,130
-2%
增持
IDXX
IDEXX LABS INC
+$23.6M
130,199
+17%
减持
HEI/A
HEICO CORP NEW
-$22.5M
1,242,975
-5%
减持
TFIN
TRIUMPH FINANCIAL
-$20.6M
2,723,729
-4%
减持
JBTM
JBT MAREL CORPORATIO
+$20.5M
1,184,968
-2%
减持
MELI
MERCADOLIBRE INC
-$19.9M
43,827
-6%
减持
FIZZ
NATL BEVERAGE CORP
-$19.7M
2,487,638
-4%
减持
BMI
BADGER METER INC
-$19.6M
287,646
-1%
减持
WDFC
WD 40 CO
-$19.3M
553,249
-2%
减持
NCNO
NCINO INC
-$19.2M
7,013,354
-6%
减持
TTAN
SERVICETITAN
-$18.9M
2,243,683
-2%
减持
SSD
SIMPSON MANUFACTURIN
+$18.8M
4,329,709
-5%
减持
CELH
CELSIUS HOLDINGS INC
-$18.4M
1,443,574
-34%
减持
AIN
ALBANY INTL CORP
-$18.3M
899,304
-5%
减持
VERX
VERTEX INC
-$17.8M
1,301,044
-8%
减持
NDSN
NORDSON CORP
+$17.8M
2,462,878
-2%
增持
—
TOPBUILD CORP
+$17.3M
91,674
+60%
减持
NOVT
NOVANTA INC
-$16.4M
359,675
-12%
增持
AAPL
APPLE INC
+$16.3M
249,673
+8%
增持
SHW
SHERWIN WILLIAMS CO
+$16.0M
76,157
+153%
减持
SYBT
STOCK YARDS BANC
-$15.8M
1,517,691
-2%
减持
SITE
SITEONE LANDSCAPE
+$15.6M
2,936,291
-2%
减持
AAON
AAON INC
+$15.5M
1,446,976
-11%
减持
UNF
UNIFIRST CORP MASS
-$15.1M
588,851
-2%
减持
NRC
NATIONAL RESEARCH CR
-$15.0M
2,750,558
-8%
增持
BNY
BANK OF NEW YORK MEL
+$14.9M
346,799
+38%
减持
GGG
GRACO INC
-$14.8M
4,551,102
-3%
增持
IWN
ISHARES
+$14.5M
200,760
+51%
增持
MUSA
MURPHY USA INC
+$14.4M
37,103
+28662%
减持
IWM
ISHARES
-$14.3M
61,696
-54%
减持
APAM
ARTISAN PARTNERS A
-$14.3M
6,177,483
-3%
减持
ORLY
OREILLY AUTOMOTIVE I
+$14.0M
846,662
-1%
减持
WAB
WABTEC
-$13.5M
1,112,385
-2%
减持
—
ON HOLDING AG
-$13.1M
904,475
-8%
增持
KNSL
KINSALE CAPITAL GR
+$12.9M
301,728
+26%
增持
IVV
ISHARES TRUST
+$12.9M
264,924
+0%
减持
SHOP
SHOPIFY INC
+$12.8M
402,115
-1%
减持
ROAD
CONSTRUCTION PARTNRS
+$12.8M
2,237,929
-12%
减持
BR
BROADRIDGE FINL SOLN
-$12.7M
827,025
-4%
增持
DPZ
DOMINOS PIZZA INC
+$12.7M
456,261
+12%
增持
AME
AMETEK INC
+$12.6M
1,529,768
+1%
增持
MSFT
MICROSOFT CORP
+$12.4M
130,555
+18%
减持
—
PENTAIR PLC
+$12.1M
1,774,482
-1%
减持
APPF
APPFOLIO INC
+$11.6M
615,626
-10%
清仓
HLLY
HOLLEY INC
-$11.3M
0
-100%
减持
DFH
DREAM FINDERS HOMES
-$11.2M
5,310,374
-10%
减持
DLB
DOLBY LABORATORIES
-$11.1M
1,203
-99%
减持
FCN
FTI CONSULTING INC
-$10.7M
3,283,122
-2%
减持
TOST
TOAST INC
-$10.2M
847,048
-9%
减持
HQY
HEALTHEQUITY INC
-$10.1M
652,246
-5%
减持
EVTC
EVERTEC INC
-$10.1M
3,367,415
-2%
减持
ZTS
ZOETIS INC
-$10.1M
300,363
-13%
增持
BZ
KANZHUN LIMITED
+$9.8M
1,381,718
+10%
减持
SFBS
SERVISFIRST BANCSH
-$9.7M
1,935,710
-9%
增持
CSW
CSW INDUSTRIALS IN
+$9.5M
407,208
+31%
减持
PRI
PRIMERICA INC
-$9.4M
3,399,600
-2%
减持
RBC
RBC BEARINGS INC
-$9.0M
1,501,216
-3%
减持
SDHC
SMITH DOUGLAS HOMES
-$9.0M
1,252,081
-22%
减持
APH
AMPHENOL CORPORATION
+$8.7M
2,118,518
-17%
减持
NVEC
NVE CORP
-$8.6M
215,397
-30%
增持
VMC
VULCAN MATERIALS CO
+$8.4M
79,410
+29%
减持
ISRG
INTUITIVE SURGIC INC
-$8.3M
71,543
-4%
减持
NFLX
NETFLIX INC
-$8.0M
55,010
-0%
减持
V
VISA INC
-$7.7M
315,332
-3%
减持
PAYC
PAYCOM SOFTWARE
-$7.6M
201,193
-6%
减持
FHB
FIRST HAWAIIAN
-$7.5M
13,701,816
-2%
减持
ORCL
ORACLE CORP
-$7.4M
178,099
-32%
增持
IWR
ISHARES
+$7.2M
409,596
+16%
减持
ROL
ROLLINS INC
+$7.0M
9,830,814
-3%
减持
BOH
BANK HAWAII CORP
-$6.8M
2,114,368
-2%
增持
LLY
LILLY ELI & CO
+$6.7M
94,555
+13%
增持
VEEV
VEEVA SYSTEMS INC
+$6.3M
24,134
+674%
减持
IBM
INTL BUSINESS MCHN
-$6.1M
85,158
-17%
减持
—
AMCOR PLC
-$6.0M
892
-100%
减持
CPRT
COPART INC
-$6.0M
971,579
-4%
减持
NOW
SERVICENOW INC
-$5.7M
52,566
-0%
增持
DYNF
BLACKROCK ETF TRUST
+$5.4M
387,908
+20%
减持
FRPT
FRESHPET INC
-$5.2M
272,427
-8%
增持
TJX
TJX COMPANIES INC
+$5.1M
224,028
+1%
